SCA

Stuart Chaussee & Associates Portfolio holdings

AUM $444M
1-Year Est. Return 11.11%
This Quarter Est. Return
1 Year Est. Return
+11.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$271M
AUM Growth
+$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$169M
2
+$42.8M
3
+$6.24M
4
BJAN icon
Innovator US Equity Buffer ETF January
BJAN
+$3.61M
5
UDOW icon
ProShares UltraPro Dow 30
UDOW
+$3.48M

Top Sells

1
+$405K
2
+$192K
3
+$176K
4
META icon
Meta Platforms (Facebook)
META
+$22K
5
RTX icon
RTX Corp
RTX
+$21K

Sector Composition

1 Technology 0.43%
2 Industrials 0.41%
3 Consumer Discretionary 0.34%
4 Consumer Staples 0.33%
5 Healthcare 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$9.85K ﹤0.01%
+72
102
$9.58K ﹤0.01%
40
103
$8.69K ﹤0.01%
100
104
$8.68K ﹤0.01%
38
105
$8.27K ﹤0.01%
17
106
$7.98K ﹤0.01%
84
107
$7.72K ﹤0.01%
66
108
$7.45K ﹤0.01%
55
109
$7.33K ﹤0.01%
50
110
$7.12K ﹤0.01%
102
111
$6.98K ﹤0.01%
15
112
$6.94K ﹤0.01%
84
113
$6.92K ﹤0.01%
69
114
$6.71K ﹤0.01%
45
115
$6.69K ﹤0.01%
28
116
$6.65K ﹤0.01%
22
117
$6.57K ﹤0.01%
14
118
$6.35K ﹤0.01%
230
119
$6.28K ﹤0.01%
191
120
$6.21K ﹤0.01%
16
121
$5.97K ﹤0.01%
34
122
$5.85K ﹤0.01%
174
123
$5.41K ﹤0.01%
21
124
$5.13K ﹤0.01%
96
125
$5.08K ﹤0.01%
36
-18
2 3 4
5
6